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Compass: Strong Scale Advantage
Seeking Alpha· 2026-01-29 14:23
Group 1 - The article gives a buy rating for Compass, Inc. (COMP), indicating that the combined entity strengthens COMP's position against smaller competitors, enhancing its scalability [1] - The author emphasizes the importance of a balanced investment approach, incorporating fundamental, technical, and momentum investing strategies to refine the investment process [1] Group 2 - There is no disclosure of any stock, option, or derivative positions in the companies mentioned, nor any plans to initiate such positions in the near future [2] - The article reflects the author's personal opinions and is not influenced by any business relationships with the companies discussed [2]
Levi Strauss: Organic Growth And A Healthy Dividend
Seeking Alpha· 2026-01-29 14:21
Market Overview - The stock market is experiencing continued volatility as the calendar Q4 earnings season progresses [1] - Momentum in technology stocks appears to be weakening, with major companies like Microsoft (MSFT) losing ground [1] Analyst Insights - Gary Alexander has extensive experience covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence in the investment community [1]
Sun Communities Upgraded As Mobile Home And RV Portfolio Grows After Exiting Marinas
Seeking Alpha· 2026-01-29 14:13
Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha with over 1,000 followers [1] - He has authored a book titled "Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition)" available on Amazon [1] - Anthony has a background in business and information systems, having worked at Charles Schwab in the IT department [1] - He operates his own equities research firm, Albert Anthony & Company, remotely from Texas [1] - The author has participated in numerous business and innovation conferences and has hosted a program for Online Live TV Croatia [1] - He holds a B.A. in Political Science and various certifications including Microsoft Fundamentals and Risk Management specialization from CFI [1] - Anthony is also active on YouTube discussing REITs, reflecting his personal investment interests [1] Company and Industry Summary - Albert Anthony & Company is a Texas-registered boutique equities research firm managed entirely by Anthony [1] - The firm focuses on providing general market commentary and research based on publicly available data [1] - The author does not engage with non-publicly traded companies, small cap stocks, or startup CEOs, indicating a focus on established market entities [1]
MultiChoice Group Limited (MCHOY) M&A Call Transcript
Seeking Alpha· 2026-01-29 14:12
Group 1 - The acquisition of MultiChoice Group by Canal+ is driven by two main reasons: the African growth opportunity and the benefits of greater scale [3] - Canal+ aims to leverage its 30 years of experience in Africa to capture the continent's enormous potential [3] - The acquisition positions Canal+ as a truly global company, enhancing its operational scale and capabilities [3]
Let The Fed Save Its Bullets; We Don't Need Them Now
Seeking Alpha· 2026-01-29 14:11
Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...
A Weak Dollar And Musk's Excellence Make Tesla Undervalued Today (Rating Upgrade)
Seeking Alpha· 2026-01-29 14:08
A weaker USD increasingly seems to be a direct objective of US economic policy, rather than a byproduct of it. President Trump recently said he is not worried about the USD weakening and, on the contrary, he thinks the value of theDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum an ...
Allegro MicroSystems, Inc. 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:ALGM) 2026-01-29
Seeking Alpha· 2026-01-29 14:07
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
Gold, silver ETFs historically overbought -- yet still a Buy?
Seeking Alpha· 2026-01-29 14:07
Last week Goldman Sachs boosted its 2026 target on gold to $5,400/oz. and this morning the yellow metal has topped $5,500. Gold (XAUUSD:CUR) and silver (XAGUSD:CUR) are rallying faster than sell-siders can chase. Looking at the major ETFs — SPDR Gold Shares ...
Lockheed Martin Corporation 2025 Q4 - Results - Earnings Call Presentation (NYSE:LMT) 2026-01-29
Seeking Alpha· 2026-01-29 14:05
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Amazon: Buy Ahead Of Q4 Earnings (Preview) (NASDAQ:AMZN)
Seeking Alpha· 2026-01-29 14:00
Amazon.com, Inc. ( AMZN ) doesn't require a long introduction. It's one of the biggest companies in the world, which doesn't lose its growth. AMZN went from $107 billion in sales in 2025 toA seasoned consulting specialist at a leading Central Asian bank. The author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the bank's clientele within the private banking branch. Launching the career back in 2020 after graduating from a top CA university, the author d ...